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Delete and manage meeting retention

Delete individual meetings when they are no longer needed and let your workspace's retention policy take care of the rest.

How to delete a meeting​

When you delete a meeting in Harmony, everything related to that meeting — the recording, transcript, insights, action items, scorecard data, and any other associated information — is permanently removed. There is no recycle bin.

To delete a meeting:

  1. Open the meeting from the Meetings section.
  2. Click the ⋯ action menu next to the conversation title.
  3. Select Delete conversation.
  4. Confirm the browser prompt: "Are you sure you want to delete this conversation?"
  5. Click OK to delete, or Cancel to abort.

If something goes wrong, an error toast appears.

Deleting a conversation permanently removes the recording, transcript, insights, goals, scorecard data, and all associated information.

There is no list-view "bulk delete" today — meetings are deleted one at a time from each conversation's detail view.

Who can delete a meeting​

Deletion is governed by the workspace's role-based access control (RBAC) — specifically the conversations:delete:* permission on the user's role. Each role's delete permission has a scope:

  • own — the user can delete only conversations they created or own.
  • team — the user can delete conversations belonging to anyone on their team(s).
  • all — the user can delete any conversation in the workspace.

Higher scopes include the lower ones. If you can't delete a particular meeting, ask your admin to check your role's conversations:delete:* scope under Settings → Roles. See Roles and Permissions for the full model.

Export before you delete​

If you want to keep a copy of a meeting before deleting it, use one of the share / export surfaces first:

  • Share PDF from the Share menu (the ⋯ dropdown next to the conversation title) generates a server-side PDF containing the conversation metadata and the configured insights, plus a QR code back to the conversation.
  • Generate Link for Sharing from the same menu creates a secure URL — but the link points at the live conversation, so it stops working once the conversation is deleted.
  • Public API — GET /v1/conversations/{id} returns the conversation, GET /v1/conversations/{id}/transcript returns the transcript, and GET /v1/conversations/{id}/insights returns generated insights. Use the API for archival or programmatic exports.

The PDF does not contain the full transcript text. For the raw transcript, use the API.

See Sharing meetings for the full sharing flow.

Privacy and GDPR​

To act on a "Right to Erasure" (GDPR) request:

  1. Find every meeting linked to the affected individual — for example by filtering the Meetings list by Contact under Finding and searching meetings.
  2. Delete each meeting using the action menu described above.
  3. If the request also requires removal of the individual's user account or organisation-wide data, contact Harmony support so the request can be tracked end-to-end.

For broader account or workspace deletion, see Workspaces and Deleting your account.

Troubleshooting​

Cannot delete a meeting — your role's conversations:delete:* scope is most likely too narrow. If you did not own the meeting, you need team or all scope. Ask your admin to update your role under Settings → Roles.

A meeting disappeared unexpectedly — check whether the workspace has a retention policy in place that automatically removes older conversations. Retention behaviour depends on your contract and subscription; ask your admin or contact Harmony support if you're unsure.

Need to restore a deleted meeting — deletion is irreversible. Harmony does not maintain a recycle bin or per-conversation undo. Use export before deleting if you might need the data later.